A hospital in Texas is seeking a qualified vendor to provide and implement a cloud-based Customer Relationship Management (CRM) system to support operational, clinical, and outreach functions. The goal is to centralize relationship management, communication, and data across departments, thereby enhancing patient engagement, referral management, marketing initiatives, community outreach, and internal coordination.

The required CRM solution should be either cloud-based or on-premise, specifically designed for healthcare environments. The scope of work includes supplying CRM user licenses with role-based access controls, configuring and customizing the system, migrating data from existing platforms, and ensuring integration with electronic health records (EHR), marketing tools, and other hospital systems. The solution must offer robust reporting, analytics, dashboard tools, and automated workflows, as well as secure communication features such as email, SMS, and task management. HIPAA-compliant security, privacy safeguards, and regulatory compliance are essential.

Additional vendor responsibilities will include providing comprehensive user training, documentation, and change management support, as well as ongoing software maintenance, technical support, and periodic system updates. The initial contract will cover a period of one year.